Duplicate client records

Ticketclosed

Brindlecote Insurance Brokers · Duplicate client records

Duplicate client records appeared in query results after a recent CRM sync. BG-Demo traced them to a connector configuration change and offered a call to merge them. The thread does not confirm a merge.

Priority low

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What happened

What this says

As at Fri 9 Oct 2026

Duplicate client records appeared in query results after a recent CRM sync. BG-Demo traced them to a connector configuration change and offered a call to merge them. The thread does not confirm a merge.

Problem: Ed Duckworth reported clients appearing twice with slight name variations, which affected queries.

Handling: Bethan Lister traced the duplicates to a recent CRM connector configuration change and offered a call to walk through merging them. The first response took 544 minutes, the ticket was solved on 26 Feb 2025 and closed on 2 Mar 2025.

Watch: The thread does not show whether the call happened, whether the merge was done or whether duplicates remain. The priority is low, so the response time is not judged here.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categorydata_quality

Channelweb

First response (min)544

CSAT5

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Trail

created · Ed Duckworth 20 Feb 2025 14:29
We're seeing duplicate client records in the brain. Some clients appear twice with slight variations in their names. This is affecting our queries.
Public reply · Bethan Lister 20 Feb 2025 23:33
Hi Ed, I've looked at your data. The duplicates came from a recent sync where a CRM connector had a config change. I can help you merge these records. Are you free for a quick call to walk through it?
Status change · Bethan Lister 26 Feb 2025 11:27
Status change · 2 Mar 2025 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Viz connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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